Insight Wealth Strategies, LLC

CIK

1749914

Location

SAN RAMON, CA

Portfolio Value

Small $416,347,259

Diversification

Diversified

Filing Date

Global Rank

#3,176 / 8,708 ▼ 503

Top Industry

Semiconductor Equipment & Materials 13.3%

Period ended 3 months ago

Filed Jul 10, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.8%

+1.6 pts

Top 5

22.0%

+0.6 pts

Top 10

32.9%

−5.9 pts

HHI

233

Diversified+14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.4%	$176,358,363	25
Healthcare	16.1%	$67,076,076	14
Energy	11.5%	$47,885,330	6
Industrials	10.6%	$44,305,847	13
Financial Services	4.9%	$20,471,231	11
Consumer Cyclical	4.1%	$16,887,809	5
Communication Services	3.5%	$14,669,777	4
Basic Materials	3.0%	$12,537,258	2
Unclassified	2.0%	$8,505,308	4
Utilities	1.6%	$6,501,811	2
Consumer Defensive	0.3%	$1,148,449	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+38,861	44,075	$13,297,868
ORI	Old Republic International Corp	+16,203	85,627	$3,503,856
LDOS	Leidos Holdings, Inc.	+15,192	42,747	$4,401,658
SWK	Stanley Black & Decker, Inc.	+14,375	84,301	$7,934,410
DVN	Devon Energy Corp/De	+9,923	146,318	$6,045,859
HII	Huntington Ingalls Industries, Inc.	+9,261	22,484	$6,293,046
NVDA	Nvidia Corp	+8,316	38,918	$7,787,102
COR	Cencora, Inc.	+6,648	24,319	$6,881,790
HD	Home Depot, Inc.	+5,547	21,512	$7,586,852
CEG	Constellation Energy Corp	+5,032	24,665	$6,126,046
BIIB	Biogen Inc.	+4,974	34,320	$7,415,179
BKR	Baker Hughes Co	+4,804	100,692	$5,588,406
MRK	Merck & Co., Inc.	+4,035	54,323	$6,980,505
WFRD	Weatherford International plc	+3,797	64,018	$5,217,467
MSI	Motorola Solutions, Inc.	+3,309	16,225	$6,738,080
FTNT	Fortinet, Inc.	+3,157	58,043	$8,916,565
MLI	Mueller Industries Inc	+2,526	5,044	$310,029
CDW	CDW Corp	+2,121	49,852	$7,011,185
AMZN	Amazon Com Inc	+2,081	30,273	$7,215,266
REGN	Regeneron Pharmaceuticals, Inc.	+1,850	8,734	$5,445,998
AAPL	Apple Inc.	+1,690	47,318	$13,691,936
MSFT	Microsoft Corp	+1,376	20,025	$7,469,725
CAH	Cardinal Health Inc	+1,024	15,073	$3,580,741
QCOM	Qualcomm Inc/De	+589	30,094	$5,561,070
VMO	Invesco Municipal Opportunity Trust	+542	28,558	$281,867
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOCN	DigitalOcean Holdings, Inc.	−29,127	63,882	$10,031,390
CNC	Centene Corp	−23,735	98,403	$6,316,488
PLTR	Palantir Technologies Inc.	−22,461	4,997	$582,999
AXP	American Express Co	−22,105	1,029	$348,059
LQDA	Liquidia Corp	−18,335	124,067	$9,891,861
WMT	Walmart Inc.	−16,957	2,603	$294,815
GOOGL	Alphabet Inc.	−12,908	20,481	$7,319,294
WM	Waste Management Inc	−12,578	1,024	$228,229
STX	Seagate Technology Holdings plc	−9,665	9,799	$9,456,035
AMD	Advanced Micro Devices Inc	−9,620	9,102	$5,287,442
LRCX	Lam Research Corp	−8,362	60,806	$26,349,063
MCK	Mckesson Corp	−5,351	374	$282,594
CVX	Chevron Corp	−3,820	171,403	$28,411,761
CENX	Century Aluminum Co	−2,552	143,472	$6,601,146
BLBD	Blue Bird Corp	−2,494	63,350	$5,002,116
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−2,200	11,746	$137,898
XOM	ExxonMobil Holdings Corp	−2,164	14,203	$1,941,834
IBKR	Interactive Brokers Group, Inc.	−1,833	42,061	$3,660,989
AVGO	Broadcom Inc.	−1,570	18,394	$6,948,333
TJX	Tjx Companies Inc /De/	−1,119	4,594	$695,991
FIX	Comfort Systems USA Inc	−801	4,636	$9,188,320
PEP	Pepsico Inc	−676	1,440	$194,976
QQQ	Invesco Qqq Trust, Series 1	−475	3,707	$2,729,834
BAC	Bank Of America Corp /De/	−461	5,799	$330,427
SPY	Spdr S&P 500 ETF Trust	−339	6,414	$4,789,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	16,174	$7,825,628
INCY	Incyte Corp	62,175	$7,048,158
UCTT	Ultra Clean Holdings, Inc.	47,463	$6,767,749
BPOP	Popular, Inc.	41,032	$6,736,633
APP	AppLovin Corp	12,290	$6,332,176
RNG	RingCentral, Inc.	161,892	$6,310,550
BWXT	BWX Technologies, Inc.	31,104	$6,054,393
KN	Knowles Corp	143,628	$5,957,689
CF	CF Industries Holdings, Inc.	54,832	$5,936,112
ILMN	Illumina, Inc.	32,967	$5,796,587
NTAP	NetApp, Inc.	37,378	$5,784,619
ARW	Arrow Electronics, Inc.	22,863	$4,879,192
FLEX	Flex Ltd.	28,141	$4,560,811
CSCO	Cisco Systems, Inc.	2,615	$307,157
CAT	Caterpillar Inc	264	$281,133
TXN	Texas Instruments Inc	820	$244,417
JNJ	Johnson & Johnson	850	$215,874
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
JA	Janus Henderson AA-A CLO ETF	632,781	$28,867,728
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	662,025	$28,619,169
AGGH	Simplify Aggregate Bond ETF	1,346,287	$28,569,878
BAI	iShares A.I. Innovation and Tech Active ETF	479,912	$27,982,595
—		361,651	$27,022,562
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	343,106	$26,621,251
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	626,028	$25,379,175
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	158,422	$22,228,503
IVZ	Invesco Ltd.	374,747	$20,559,994
BAB	Invesco Taxable Municipal Bond ETF	848,686	$16,535,458
TACN	T. Rowe Price Active Core International Equity ETF	275,770	$13,887,777
ACSG	American Century Small Cap Growth Insights ETF	124,387	$13,741,031
ABI	VictoryShares Pioneer Asset-Based Income ETF	92,075	$13,352,716
AFK	VanEck Africa Index ETF	421,114	$13,073,116
BKAG	BNY Mellon Core Bond ETF	264,809	$11,794,592
BAFE	Brown Advisory Flexible Equity ETF	248,837	$9,771,828
MCO	Moodys Corp /De/	13,532	$5,903,335
ABT	Abbott Laboratories	52,944	$5,435,760
XPRO	Expro Ltd	270,449	$4,708,517
VISN	Vistance Networks, Inc.	247,626	$4,506,793
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	69,275	$4,487,617
VRSK	Verisk Analytics, Inc.	21,423	$4,065,014
KR	Kroger Co	56,125	$4,061,205
XYZ	Block, Inc.	67,044	$4,034,707
VCRM	Vanguard Core Tax-Exempt Bond ETF	78,399	$3,911,326
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $416,347,259 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Reduced	171,403	-3,820	$28,411,761	−21.6%	6.82%
LRCX	Lam Research Corp Technology	Reduced	60,806	-8,362	$26,349,063	+78.3%	6.33%
AAPL	Apple Inc. Technology	Added	47,318	+1,690	$13,691,936	+18.2%	3.29%
KLAC	Kla Corp Technology	Added	44,075	+38,861	$13,297,868	+73.2%	3.19%
DOCN	DigitalOcean Holdings, Inc. Technology	Reduced	63,882	-29,127	$10,031,390	+25.7%	2.41%
LQDA	Liquidia Corp Healthcare	Reduced	124,067	-18,335	$9,891,861	+84.1%	2.38%
STX	Seagate Technology Holdings plc Technology	Reduced	9,799	-9,665	$9,456,035	+24.0%	2.27%
FIX	Comfort Systems USA Inc Industrials	Reduced	4,636	-801	$9,188,320	+22.6%	2.21%
FTNT	Fortinet, Inc. Technology	Added	58,043	+3,157	$8,916,565	+98.8%	2.14%
SWK	Stanley Black & Decker, Inc. Industrials	Added	84,301	+14,375	$7,934,410	+59.7%	1.91%
TER	Teradyne, Inc Technology	NEW	16,174	NEW	$7,825,628	NEW	1.88%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	38,918	+8,316	$7,787,102	+45.9%	1.87%
HD	Home Depot, Inc. Consumer Cyclical	Added	21,512	+5,547	$7,586,852	+44.5%	1.82%
MSFT	Microsoft Corp Technology	Added	20,025	+1,376	$7,469,725	+8.2%	1.79%
BIIB	Biogen Inc. Healthcare	Added	34,320	+4,974	$7,415,179	+37.8%	1.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,481	-12,908	$7,319,294	−23.7%	1.76%
GWW	W.W. Grainger, Inc. Industrials	Added	5,341	+64	$7,265,896	+26.2%	1.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,273	+2,081	$7,215,266	+22.9%	1.73%
INCY	Incyte Corp Healthcare	NEW	62,175	NEW	$7,048,158	NEW	1.69%
CDW	CDW Corp Technology	Added	49,852	+2,121	$7,011,185	+21.4%	1.68%
MRK	Merck & Co., Inc. Healthcare	Added	54,323	+4,035	$6,980,505	+15.4%	1.68%
AVGO	Broadcom Inc. Technology	Reduced	18,394	-1,570	$6,948,333	+12.4%	1.67%
COR	Cencora, Inc. Healthcare	Added	24,319	+6,648	$6,881,790	+24.0%	1.65%
UCTT	Ultra Clean Holdings, Inc. Technology	NEW	47,463	NEW	$6,767,749	NEW	1.63%
MSI	Motorola Solutions, Inc. Technology	Added	16,225	+3,309	$6,738,080	+20.2%	1.62%
BPOP	Popular, Inc. Financial Services	NEW	41,032	NEW	$6,736,633	NEW	1.62%
ASTH	Astrana Health, Inc. Healthcare	Reduced	143,289	-2	$6,650,042	+89.3%	1.60%
CENX	Century Aluminum Co Basic Materials	Reduced	143,472	-2,552	$6,601,146	−23.0%	1.59%
APP	AppLovin Corp Communication Services	NEW	12,290	NEW	$6,332,176	NEW	1.52%
CNC	Centene Corp Healthcare	Reduced	98,403	-23,735	$6,316,488	+58.0%	1.52%
RNG	RingCentral, Inc. Technology	NEW	161,892	NEW	$6,310,550	NEW	1.52%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	22,484	+9,261	$6,293,046	+25.3%	1.51%
CEG	Constellation Energy Corp Utilities	Added	24,665	+5,032	$6,126,046	+11.7%	1.47%
BWXT	BWX Technologies, Inc. Industrials	NEW	31,104	NEW	$6,054,393	NEW	1.45%
DVN	Devon Energy Corp/De Energy	Added	146,318	+9,923	$6,045,859	−11.9%	1.45%
KN	Knowles Corp Technology	NEW	143,628	NEW	$5,957,689	NEW	1.43%
CF	CF Industries Holdings, Inc. Basic Materials	NEW	54,832	NEW	$5,936,112	NEW	1.43%
ILMN	Illumina, Inc. Healthcare	NEW	32,967	NEW	$5,796,587	NEW	1.39%
NTAP	NetApp, Inc. Technology	NEW	37,378	NEW	$5,784,619	NEW	1.39%
BKR	Baker Hughes Co Energy	Added	100,692	+4,804	$5,588,406	−4.5%	1.34%
QCOM	Qualcomm Inc/De Technology	Added	30,094	+589	$5,561,070	+46.4%	1.34%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	8,734	+1,850	$5,445,998	+2.4%	1.31%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,102	-9,620	$5,287,442	+38.8%	1.27%
WFRD	Weatherford International plc Energy	Added	64,018	+3,797	$5,217,467	−8.4%	1.25%
BLBD	Blue Bird Corp Industrials	Reduced	63,350	-2,494	$5,002,116	+33.8%	1.20%
ARW	Arrow Electronics, Inc. Technology	NEW	22,863	NEW	$4,879,192	NEW	1.17%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,414	-339	$4,789,782	+9.1%	1.15%
FLEX	Flex Ltd. Technology	NEW	28,141	NEW	$4,560,811	NEW	1.10%
LDOS	Leidos Holdings, Inc. Technology	Added	42,747	+15,192	$4,401,658	+2.7%	1.06%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,874	+412	$3,886,716	+15.3%	0.93%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.